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Cascade Financial Strategies

EST. AUM
$120,487,492

CONTACTS
2

CLIENT ACCOUNTS
469

Firm Details

Metro area Portland, OR
CRD Number 166610
Website cascadefs.com
Client types

Overview

Cascade Financial Strategies is an independent, fee-only investment management and financial planning firm based in Bend, Oregon. The firm specializes in providing comprehensive financial planning services tailored to the unique needs of individuals, families, small businesses, and non-profit organizations. Emphasizing a holistic approach, Cascade Financial Strategies integrates financial planning with investment management, aiming to serve as a "Family CFO" for its clients. The firm's mission is to develop planning-based strategies that address financial obstacles throughout clients' lifetimes, always focusing on their specific goals and needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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